BILL ANALYSIS                                                                                                                    �          1





                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                                 ALEX PADILLA, CHAIR
          

          AB 1073 -  Fuentes                                Hearing Date:  
          July 5, 2011               A
          As Amended:         May 16, 2011                  Non-FISCAL     
            B

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                                      DESCRIPTION
           
           Current law  requires investor-owned utilities (IOUs), gas 
          corporations, and local publicly owned utilities (POUs), in 
          procuring energy, to first meet its unmet resource needs through 
          cost-effective energy efficiency and demand response and 
          requires establishment of annual targets for utilities' energy 
          efficiency savings.
           
          Current law  requires the California Public Utilities Commission 
          (CPUC) to administer cost-effective energy efficiency programs.
           
           Current decisions of the CPUC  approve a $3.1 billion portfolio 
          of energy efficiency programs for 2010-12 administered by the 
          IOUs and funded by ratepayer charges, which includes, among 
          other elements, providing IOU customers with rebates and 
          incentives for adopting various energy efficiency measures.
           
           This bill  requires the recipient of a ratepayer-funded energy 
          efficiency incentive to certify that any applicable permits, as 
          appropriate, for a project that involves a physical alteration 
          or addition to a residential, commercial, or industrial 
          structure have been obtained and approved prior to applying for 
          incentives from an energy utility.

           This bill  defines "energy utility" as an electrical corporation, 
          gas corporation, local publicly owned electric utility, or 
          municipal corporation that provides gas service.












                                      BACKGROUND
           
          Energy Efficiency Programs - Energy efficiency is the top 
          priority in California's policies to achieve energy savings and 
          reduce greenhouse gas emissions.  The state's Title 24 energy 
          efficiency building regulations, which are updated every three 
          years, specify requirements relating to lighting, insulation, 
          windows, heating, ventilation, and air conditioning (HVAC) 
          systems, and other construction details designed to reduce 
          energy consumption and lower energy bills for consumers.  The 
          state's Title 20 energy efficiency appliance regulations specify 
          energy use standards for most major household and commercial 
          appliances that must be met in order to be sold in California.  
          Numerous programs administered by the State Energy Resources 
          Conservation and Development Commission (CEC), CPUC, IOUs, POUs, 
          and local government agencies offer consumers incentives or 
          rebates to purchase energy efficiency appliances and construct 
          or install energy efficient devices or technologies in 
          residential and commercial buildings.
           
          Energy Efficiency Enforcement - As ratepayer-funded energy 
          efficiency programs have proliferated, a growing number of 
          policymakers and stakeholders have been sounding the alarm that 
          potential energy savings are not being realized because of lax 
          enforcement of building regulations and licensing requirements 
          and improper installations by unlicensed or unskilled 
          contractors.  For example, recent reports indicate that, in the 
          HVAC sector, less than 10 percent of HVAC change-outs are 
          carried out with building permits, so code enforcement is rarely 
          triggered.  
           
          Efforts to address this problem include the Contractors State 
          License Board (CSLB) and CEC entering a new Memorandum of 
          Understanding (MOU) in July 2010 for the purpose of increasing 
          collaboration on education and enforcement of building and 
          appliance regulations. The MOU identifies many specific tasks 
          the CEC will perform, including preparation of outreach and 
          education materials, training CSLB enforcement staff, assisting 
          CSLB with investigations of complaints of contractor 
          noncompliance, and participating in enforcement sting 
          operations.  CSLB, with the assistance of the CEC, conducted 
          several sting operations in 2010 targeting licensed contractors 
          who were suspected of installing HVAC units without obtaining 
          required permits, which the CSLB claims has led to improvement 










          in compliance.
           
          In addition, the Attorney General convened the CPUC, CEC, CSLB 
          and the IOUs to secure agreement on a plan for ensuring 
          compliance with energy efficiency regulations.  The CPUC states 
          that compliance with permit requirements as a condition to 
          receipt of incentives or rebates will be part of its evaluation, 
          measurement, and verification of energy efficiency programs in 
          the 2010-12 program cycle.  The current program cycle also 
          includes $3.8 million for a Compliance Enhancement program aimed 
          at improving building department code enforcement, and several 
          other programs with elements aimed at increasing code compliance 
          on HVAC installation.  Southern California Edison instituted a 
          program in 2010 to give rebates to about 1,000 homeowners who 
          were required to show proof of a permit and that the installing 
          contractor was licensed by CSLB.  Sacramento Municipal Utility 
          District, a POU, currently requires that the contractor be 
          licensed as a condition of receiving a rebate or financing for 
          installation of a HVAC unit. 
           
                                       COMMENTS
           
              1.   Author's Purpose  .  According to the author, this bill 
               adds another enforcement mechanism to ensure compliance 
               with local and state building codes and energy efficiency 
               standards with the goal of achieving greater energy 
               savings.

              2.   Unintended Consequences  ?  If the requirement in this 
               bill to self-certify that building permit requirements were 
               followed when adopting efficiency measures actually results 
               in more compliance with those requirements, then this bill 
               may lead to increased energy savings from adopting those 
               efficiency measures.  However, the CPUC, although in 
               support of this bill, points out, that it could have the 
               unintended consequence of lower participation in the 
               state's energy efficiency programs in some jurisdictions if 
               the cost of obtaining permits exceeds the value of the 
               economic benefits offered by the programs. For example, a 
               utility incentive for early retirement of HVAC and 
               replacement with a high-efficiency unit is about 20 percent 
               of the cost of pulling a permit. Thus, most customers will 
               face a net cost increase if they obtain permits for 
               high-efficiency equipment rebates, and they may view 










               obtaining a permit as more trouble and cost than it is 
               worth, according to the CPUC.

              3.   IOU Enforcement  .  The IOUs do not oppose the 
               self-certification required by this bill but object to 
               having to verify whether a customer seeking an incentive 
               has actually complied with applicable building permit 
               requirements.  SB 454 (Pavley) approved by this committee 
               in April and now pending in Assembly Utilities and Commerce 
               Committee, includes a substantially similar provision to 
               the requirement in this bill that a customer certify 
               compliance with building permit requirements prior to 
               obtaining a utility energy efficiency incentive or rebate.  
               At the request of the IOUs, that bill was amended to state 
               that the self-certification requirement does not imply or 
               create new authority or responsibility of public utilities 
               to enforce compliance with building, appliance and water 
               efficiency standards.  The author of this bill has 
               indicated a similar intent with this bill.  Thus, the 
               author and committee may wish to consider amending this 
               bill to conform to the language in SB 454.

              4.   Conflict with SB 454  .  While this bill addresses 
               compliance with building permit requirements, SB 454 
               requires a customer receiving an incentive or rebate to 
               certify that the energy efficiency measure was adopted both 
               in compliance with applicable building permit requirements 
               and by a licensed contractor if a license is required. That 
               bill does not create any new requirement that work be done 
               by a licensed contractor beyond what is required in current 
               law.  If both bills were enacted, it would be unclear if a 
               customer would have to certify to both the building permit 
               and contractor provisions as a condition to receiving the 
               incentive or rebate, or if certification to compliance with 
               applicable building permit requirements would be 
               sufficient.  In order to avoid confusion in the law if both 
               bills are enacted, the author and committee may wish to 
               consider amending this bill to require self-certification 
               that the energy efficiency measure was adopted in 
               compliance with applicable building permit requirements and 
               by a licensed contractor if a license is required.

              5.   Ratepayer Impacts  .  More than $1 billion per year is 
               collected from IOU ratepayers to fund energy efficiency 










               programs. This bill has no direct impact on ratepayers, 
               although it is possible it might result in more energy 
               savings generated from energy efficiency incentive 
               programs, which could possibly reduce the need for more of 
               these programs in the future.

              6.   Related Legislation  .  SB 454 (Pavley), which is 
               scheduled for hearing in Assembly Utilities and Commerce 
               Committee on July 5, 2011.

                                    ASSEMBLY VOTES
           
          Assembly Floor                     (78-0)
          Assembly Utilities and Commerce Committee                      
          (14-0)

                                           
                                      POSITIONS
           
           Sponsor:
           
          Western States Council of Sheet Metal Workers

           Support:
           
          California Public Utilities Commission

           Oppose:
           
          None on file







































          Jacqueline Kinney 
          AB 1073 Analysis
          Hearing Date:  July 5, 2011